Carderock Capital Management Inc. Has $13.09 Million Stake in Eli Lilly and Company $LLY

Carderock Capital Management Inc. boosted its position in Eli Lilly and Company (NYSE:LLY) by 9.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,184 shares of the company’s stock after buying an additional 1,022 shares during the quarter. Eli Lilly and Company makes up about 3.2% of Carderock Capital Management Inc.’s portfolio, making the stock its 5th biggest position. Carderock Capital Management Inc.’s holdings in Eli Lilly and Company were worth $13,094,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in LLY. Norges Bank acquired a new position in Eli Lilly and Company during the second quarter worth $8,827,714,000. Capital Research Global Investors increased its stake in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after buying an additional 4,332,008 shares during the last quarter. Amundi increased its stake in Eli Lilly and Company by 27.1% in the 3rd quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after buying an additional 964,675 shares during the last quarter. Victory Capital Management Inc. lifted its position in Eli Lilly and Company by 47.6% during the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock worth $1,761,772,000 after buying an additional 744,868 shares in the last quarter. Finally, Danske Bank A S acquired a new position in shares of Eli Lilly and Company during the 3rd quarter worth about $512,022,000. 82.53% of the stock is owned by institutional investors.

Key Headlines Impacting Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Morgan Stanley reiterated an Overweight rating and a $1,313 price target, highlighting Lilly’s new employer access platform for obesity therapies and reinforcing bullish institutional support. Morgan Stanley Reiterates Overweight on Eli Lilly (LLY), Cites Growth Potential of New Platform
• Positive Sentiment: Ongoing GLP‑1 strength is repeatedly cited as the core growth engine — multiple analyst/fund notes point to blockbuster obesity/weight‑management drugs as the main revenue driver. Eli Lilly (LLY) Gained From Growth in its GLP-1 Franchises Drugs
• Positive Sentiment: Distribution expansion: Kroger pharmacies began offering Lilly’s Zepbound weight‑management product with support/savings programs, improving retail access and patient uptake prospects. What Kroger (KR)’s New Zepbound Access and Premium Ice Cream Push Means For Shareholders
• Positive Sentiment: Clinical progress: Lilly completed a pediatric pharmacokinetic (PK) study for a next‑gen diabetes candidate, de‑risking a development path that could broaden the diabetes portfolio. Lilly Advances Next-Gen Diabetes Drug With Completed Pediatric PK Study
• Positive Sentiment: Retail/influencer support: Jim Cramer and other high‑profile commentators continue to include LLY among top healthcare picks, adding retail momentum. Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?
• Neutral Sentiment: Zacks noted Lilly outpaced the market in the latest session, reflecting the mix of positive headlines but not adding new catalysts. Eli Lilly (LLY) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Valuation/peer debate continues — analyses contrasting Lilly vs. Novo Nordisk and AbbVie focus investor attention on whether LLY’s premium multiple already prices in growth. Novo Nordisk Vs. Eli Lilly: Cheap Vs. Expensive, But No Clear Opportunity
• Negative Sentiment: Product rationalization risk: Lilly plans to phase out select insulin products across Europe by 2027 — could lower sales in that region and signals portfolio adjustments that investors should model. Eli Lilly to phase out select insulin products across Europe by 2027
• Negative Sentiment: Heightened public/policy scrutiny around GLP‑1s (societal obligation debate) could lead to reputational or reimbursement pressure even as sales grow. Eli Lilly and the ‘societal obligation’ of GLP-1s

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $915.71 on Thursday. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The company has a market capitalization of $865.18 billion, a P/E ratio of 39.90, a P/E/G ratio of 1.05 and a beta of 0.40. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The stock has a 50 day moving average of $1,013.13 and a 200-day moving average of $961.39.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter in the prior year, the business earned $5.32 EPS. The firm’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. HSBC cut Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price objective for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Rothschild & Co Redburn raised their price target on Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a research report on Monday, December 1st. Finally, Jefferies Financial Group set a $1,300.00 price objective on Eli Lilly and Company and gave the company a “buy” rating in a report on Friday, March 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,221.44.

Eli Lilly and Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.